Location: Illinois Work Type: Full Time Regular Job No: 500382 Categories: Customer Service, Administrative/Support, Marketing/Communications, Project Management/Business Analyst, Leadership Application Closes: Open Until Filled
Assist Sales staff and provide operational support to contribute to the achievement of sales goals, growth, and profit for the sales office and for the Companies.
WHAT YOU'LL DO:
Plan, staff, direct and control group office activities including: time reporting, interviewing and selecting applicants working with the regional manager, work direction, appraising performance, administering salaries and discipline, promotions and ensuring compliance with corporate goals for all sales analyst support staff. Work Direction includes Directing and controlling the work activities of support personnel assigned to the office to include establishing priorities, organizing and monitoring workflow across all processes.
Provide training, development and on-going supervision to sales analyst staff including but not limited to office training on new enhancements, tools and processes. Conduct all new hire training for all new Sales Analysts in the office.
Support the Regional Manager will analyzing reports, summarizing data, workflow management reporting, and escalated issues to ensure effective and efficient operation of the group office.
Sales Support: Provide sales support to Sales staff members as assigned. Proactively manage quote activity and broker processes, and develop relationships with broker partners to help achieve sales goals. May make periodic visits with sales representatives to assist with Finalist Presentations, Enrollment meetings, and new client meetings. Serve as a liaison for Sales Staff, brokers, and home office business partners. Additional sales support/development may be assigned "as requested" by the RGM/Rep.
Sales Development: Partner with assigned sales personnel to generate proposals, participate in negotiations and close sales.
Proposals: Receive RFPs from brokers, consultants and agents, enter RFP into GSAP. Prepare proposals, follow-up with requests to ensure a timely response, and review written proposals prior to presentation. Forward to group client for review.
Rating: Quote premium rates for all group insurance products. Deliver policies and certificates received from Home Office to the policyholder. Throughout sales process, coordinate with underwriting to determine appropriate rate, and make revisions as necessary. Complete other case processing including Broker of Record entry, revisions, commission changes, and other applicable tasks within the sales process for both new and inforce groups.
Sold Cases and Enrollments: Following the close of a sale, coordinate installation process by partnering with appropriate parties, using appropriate systems and ensure accuracy of paperwork (including master application). Manage supplies and materials required for Enrollment, to include voluntary cases. Review booklets and materials received from Home Office for accuracy and assemble for delivery to policyholder (on occasion may need to hand deliver).
Product and Industry Knowledge: Ensure compliance of State Insurance Department regulations. Remain abreast of industry trends and product knowledge.
Office Support Activities: Perform or delegate office support activities including open, screen, and distribute mail, identifying and ensuring proper disposition of correspondence requiring immediate, greeting visitors, answering telephone calls and directing to appropriate person, handling invoices, processing conversion requests, office expense reporting, scheduling meetings and appointments, coordinating travel plans, and maintaining office files, supplies and equipment.
You help promote a culture of diversity and inclusion within the department and the larger organization. You value different ideas and opinions. You listen courageously and remain curious in all that you do.
Thorough knowledge and understanding of Group Operation procedures for underwriting and rating
Working knowledge of competitor products and services
Effective communication and human relations skills
Personal computer skills, including a working knowledge of various software packages, and excellent typing, spelling, and grammar skills
Thorough understanding of the laws governing the insurance industry
Ability to travel and a valid driver's license
3+ years group office and industry experience
Management and growth experience
Licensed agent or actively pursuing appropriate licenses
WHAT WE CAN OFFER YOU:
A diverse workplace where associates feel a sense of belonging. To learn more about our commitment of Diversity, Equity and Inclusion, please visit our website
An organization that feels like a small, close-knit community and has the strength of a Fortune 300 company.
Tuition reimbursement, training and career development.
Comprehensive benefits plan that includes medical, dental, vision, disability and life insurance.
Flexible spending accounts for healthcare and childcare needs.
401(k) plan with a 2% company contribution and 6% company match.
Competitive pay with an opportunity for incentives for all associates.
Flexible work schedules with a healthy amount of paid time off.
For more information regarding available benefits, please visit our Career Site.
Mutual of Omaha serves more than 4.8 million individual product customers and 39,000 employer groups. Our legacy of stability creates an environment where every associate is encouraged to experiment, innovate and grow in their own unique career path.
From day one, you’ll have the tools to be your best self at work. Here you’ll do meaningful work and your talents will have a positive impact on peoples’ lives as we help our customers protect what they care about and achieve their financial goals.
Each associate is a unique contributor to creating a diverse, dynamic, thriving and inclusive workplace. We want you to become engaged … feel a sense of belonging … and contribute to the company’s exceptional future.
We are committed to optimizing flexible work. We support a full range of work approaches: fully remote, hybrid and in-person. Many of our roles are remote. Employees in remote roles may occasionally travel to a Mutual of Omaha office or elsewhere for required meetings or team-building events. Remote employees who are assigned a Mutual of Omaha office location can work on-site on a voluntary basis, subject to local and company COVID-19 guidelines.
Join forces with a company that can AMPLIFY YOUR STRENGTHS AND EMPOWER YOUR CAREER.
For inquiries about the position or application process, contact our HR Helpline at 1-800-365-1405.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at 1-800-780-0304. We are available Monday through Friday 7:00 am to 4:30 pm CST we will reply within 24 hours.
Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
To All Recruitment Agencies: We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.